Premier digital assets platform leverages AI on the secure Agentforce 360 Platform to deliver white-glove service at scale
Salesforce today announced that premier digital assets wealth platform Nexo is delivering personalised 24/7 client care with Agentforce. Combining the Agentforce 360 Platform and Data 360 represents a major step in Nexo’s ambitions to become an Agentic Enterprise, where every decision is data-driven, and every customer interaction is exceptional.
Why it’s important: As a digital assets company serving more than 7 million customers across multiple geographies and regulations, providing trusted customer support is critical to Nexo.
Driving the news:
- Since its first agent went live across its app and website in early 2025, handling common questions like “How can I top up crypto assets?”, Nexo has resolved over 124,000 chats with Agentforce, automating 64% of routine queries.
- Built-in guardrails ensure Agentforce acts only on approved information and data, handing off sensitive transactions to human representatives.
- Data 360 unifies data from Salesforce Knowledge and external systems, including key product details accessed via custom APIs, ensuring accurate, trusted responses.
What’s next:
- Nexo plans to expand Agentforce’s capabilities by integrating data from its existing Sales Cloud, Product Services, Experience Cloud, and Marketing Cloud environments for richer, more personalised service.
- They will also integrate Tableau to analyse and visualise customer data, surfacing actionable insights directly within Agentforce chats and powering more personalised, automated support.
By using AI to streamline routine case handling and target a 70% increase in autonomous resolution, we’re giving our specialists more space to focus on the nuanced, high-value inquiries where their expertise and human touch matter most.
Nikolay Nedev, Nexo Salesforce Product Manager Team Lead
What they’re saying: “We’re raising the bar for our client experience — and Agentforce is a key part of that journey,” said Nikolay Nedev, Nexo’s Salesforce Product Manager Team Lead. “Our Client Care team provides expert, round-the-clock support. By using AI to streamline routine case handling and target a 70% increase in autonomous resolution, we’re giving our specialists more space to focus on the nuanced, high-value inquiries where their expertise and human touch matter most.”
The Salesforce perspective: “Nexo is stepping into the Agentic Enterprise era, leveraging AI to deliver personalised, trusted support in one of the most complex and fast-moving industries. In a market where a brand’s identity is increasingly defined by its AI, this partnership proves that true differentiation comes from agents that deliver real business outcomes grounded in customer centricity,” said Richard Aspin, SVP Industries at Salesforce. “As more platforms come to rely on AI agents in 2026, Nexo is already ahead of that curve, using trusted AI to handle the scale so their experts are empowered to do what they do best: building lasting client relationships.”
Learn more:
- Read more Agentforce World Tour London news
- Read more on the Nexo Agentforce story and watch this highlight from Dreamforce
- Learn more about Agentforce for Financial Services
